AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,086
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$19.5M
3
+$15.3M
4
PNW icon
Pinnacle West Capital
PNW
+$14.2M
5
CVX icon
Chevron
CVX
+$13.1M

Top Sells

1
+$105M
2
+$18.7M
3
+$16.5M
4
SNY icon
Sanofi
SNY
+$10.2M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$9.5M

Sector Composition

1 Financials 17.21%
2 Healthcare 14.86%
3 Technology 14.22%
4 Consumer Staples 8.95%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$144K ﹤0.01%
+14,140
1877
$143K ﹤0.01%
772
-17
1878
$143K ﹤0.01%
18,185
-445
1879
$142K ﹤0.01%
1,701
+249
1880
$142K ﹤0.01%
+20,160
1881
$141K ﹤0.01%
+15,153
1882
$140K ﹤0.01%
14,254
+1,264
1883
$140K ﹤0.01%
+18,434
1884
$140K ﹤0.01%
10,878
+493
1885
$139K ﹤0.01%
+15,486
1886
$138K ﹤0.01%
1,985
+165
1887
$138K ﹤0.01%
65,197
+38,150
1888
$138K ﹤0.01%
11,861
+175
1889
$136K ﹤0.01%
12,621
+560
1890
$135K ﹤0.01%
11,777
+828
1891
$135K ﹤0.01%
22,915
+1,018
1892
$134K ﹤0.01%
+10,022
1893
$134K ﹤0.01%
1,955
+748
1894
$132K ﹤0.01%
17,514
+5,881
1895
$132K ﹤0.01%
30,782
-18,032
1896
$130K ﹤0.01%
13,172
+244
1897
$129K ﹤0.01%
12,742
-2,667
1898
$128K ﹤0.01%
20,272
+3,502
1899
$127K ﹤0.01%
1,609
+437
1900
$126K ﹤0.01%
10,780
-145
74 75
76
77 78